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  • Clientjoy's Features

    Uploaded by

    Ertza Malik
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    1. The Clientjoy admin portal allows only one person access per free team plan. It integrates with payment methods like PayPal, Stripe, Payoneer, and Razorpay. 2. Forms can be created with predefined fields but have limited customization options. Forms provide insights into views, submissions, and conversion rates. Submitted forms are directly added to the Leads section, and only one form can be generated. 3. Leads can be added manually or via forms. Leads can be filtered, categorized, and viewed in a Kanban-style pipeline based on deal stage, tags, company, and assigned person.

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    1. The Clientjoy admin portal allows only one person access per free team plan. It integrates with payment methods like PayPal, Stripe, Payoneer, and Razorpay. 2. Forms can be created with predefined fields but have limited customization options. Forms provide insights into views, submissions, and conversion rates. Submitted forms are directly added to the Leads section, and only one form can be generated. 3. Leads can be added manually or via forms. Leads can be filtered, categorized, and viewed in a Kanban-style pipeline based on deal stage, tags, company, and assigned person.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    9 views1 page

    Clientjoy's Features

    Uploaded by

    Ertza Malik
    1. The Clientjoy admin portal allows only one person access per free team plan. It integrates with payment methods like PayPal, Stripe, Payoneer, and Razorpay. 2. Forms can be created with predefined fields but have limited customization options. Forms provide insights into views, submissions, and conversion rates. Submitted forms are directly added to the Leads section, and only one form can be generated. 3. Leads can be added manually or via forms. Leads can be filtered, categorized, and viewed in a Kanban-style pipeline based on deal stage, tags, company, and assigned person.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Clientjoy Admin portal:

    Team:

    As per plan (Free only give 1 person access)

    Payment methods:

    Integrations: Paypal, Stripe, Payoneer, Razorpay, instamojo


    Direct: wire transfers, bank trasfer (?)

    Form:

    1- Tempalting (just fields, no customisation) have option for css custom code but fails every time, not loading)
    2- Gives insights (views, submissions, conversion rate)
    3- Form filled, Directly added to the Leads section
    4- only 1 form could be generated
    5-

    Leads:

    1- Added via (Form, manually via civ or 1 by 1) also could be categorised when viewing
    2- Filtered all the way including tags, deal size and stage, company and person responsible
    3- Kanban view for leads gives pipeline view for the leads and the stage of deal they are in

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